Facility Covenant Monitoring
Global Law Firm
A shared lawyer/client platform that structures loan covenants, automates deliverables and compliance tests, and alerts lawyers and clients to upcoming deadlines or breaches with built-in workflows and audit trail
The Challenge
Banking teams are tracking hundreds of facilities in spreadsheets and emails, with key dates scattered across personal calendars. Covenant tests are rebuilt each quarter with inconsistent data, and leaders have no clear view of portfolio health — leading to missed deadlines, late issue-spotting and last-minute waiver requests.
The Solution
The platform brings everything into one place. Dashboards show what's due and who owns it, with reminders to avoid surprises. Borrowers upload financials and the system runs covenant tests automatically, flagging risks early. Lawyers and agents see results in context, raise clarifications in one click, and launch waiver workflows with a full audit trail. Reports and closing binders export instantly, keeping clients and regulators up to date without extra work.
Key Technologies
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